Calendar of Events

Presented by Carter Cowan, AIF
Northstar Wealth Management, LLC
and Todd Champney
Great West Financial

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain actions and involve specific responsibilities.

Join us in August as Carter Cowan and Todd Champney share the top 10 mistakes in Retirement Plans, key fiduciary issues every HR representative needs to know and remedies to correct non compliant retirement plans.  They will also discuss current trends to consider to help employees become retirement ready and the cost benefit to employers of a strongly engaged workforce.

Carter Cowan, graduated from the University of Oklahoma with a Finance Degree and holds an MBA from Oklahoma State University. He began his career in Tulsa 16 years ago as a Relationship Manager for Bank of Oklahoma in their Institutional Wealth Management Division, working to ensure Plan Sponsors kept their retirement plans in compliance and up to standards that would help them to maintain and attract key employees.

In 2005, Carter transitioned to his current role as a Retirement Plan Advisor, working to obtain the Chartered Retirement Plans Specialist and the Accredited Investment Fiduciary designations. Carter specializes in working with companies of all sizes to ensure that the plan, investments, and employee communications measure up with industry standards of compliance, benefit and return on investment. In addition, he utilizes an active approach in reaching out to employees through consistent marketing, communications and one-on-one planning meetings to ensure each employee has a better chance of reaching their retirement goals. Carter and his wife reside in Broken Arrow with their three children where he enjoys golfing, coaching basketball and enjoying family time at the lake.

Todd Champney is the Regional Sales Director at Great-West Financial covering Oklahoma and North Texas.  He has been in the retirement plan industry since 1996.  Todd combines his extensive industry knowledge and experience create solutions the in the marketplace. He is a graduate of Texas A & M University. 

In his spare time he enjoys spending time with his wife and children, as well as his immediate family, all residing in Dallas.  When he is not outside with his kids in the neighborhood playing, he loves to cook for his wife.